Position in VST
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$626,747
+$284,145 QoQ
Shares Held
3,951
+73.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#814
of 1,395 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $626,747 across 1 Utilities - Independent Power Producers name. VST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
3,951 | $626,747 |
All Filings in VST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,747 | 3,951 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $342,602 | 2,279 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $372,672 | 2,310 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $473,146 | 2,415 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $467,857 | 2,414 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $315,913 | 2,690 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $365,493 | 2,651 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $301,802 | 2,546 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $231,200 | 2,689 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||